Ales29 Advisors, INC

Fee-Only (% of Portfolio)

Joseph Dirnfeld, operating as JOS, provides ongoing portfolio management services. JOS works with clients to create an investment plan based on their individual goals, risk tolerance, and time horizon. JOS primarily recommends fixed income securities and equities using a fundamental value strategy. Clients may impose restrictions on investments, but JOS reserves the right to end the relationship if those restrictions prevent them from properly servicing the account.

Assets Under Management$40M
Clients7
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$40M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Ales29 Advisors, INC | TrueAdvisor